Fix PM Historical Aged Trial Balance (HATB) Performance
When we implemented Dynamics GP, the accounting team selected the Payables Historical Aged Trial Balance (HATB) report as one to run at month end. They really like being able to run the report as of the last day of the prior month after all the payments have been recorded. 10 years of data lat...
Print 1099's On Blank Paper
Would be nice to print 1099's on blank paper like we can for W-2's in GP2016 and newer versions of GP.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Add DBA Name field on Vendor Maintenance window for 1099 Vendors
Add an additional name field to the vendor maintenance window that represents the DBA information for vendors that need to report their 1099's this way. Then program the 1099 report to be smart enough to format the 1099's correctly depending on whether there is a value in the DBA name field or...
https://community.dynamics.com/gp/b/dynamicsgp/posts/add-dba-name-field-on-vendor-maintenance-window-for-1099-vendors
Would like copy and paste for purchasing transactions
We enter several GL accounts in a purchasing transaction, so copy/paste from an Excel report would be very beneficial This forum post has a need for it as well in the community. There are some ISV's that do this, but would be nice to see this in the core product like GL copy and paste is a HUG...
Reason for voiding a payables invoice or payables check
Add a reason for voiding a payables check or payables invoice.
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Drop and Drag Images
Adding the capability to drag and drop files to attach them to transactions (typically images of invoices) within the various modules of GP, specifically, the payables module rather than having to open and attach an image/file.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Jodi Christiansen
PM, Microsoft
Import Credit Card Transactions
GP needs the ability to import credit card transactions into payables a la QuickBooks. We now can pay them with a 'credit card' check run, please give us an easy way to get the invoice recorded.
To learn more about this feature review this documentation:
https://community.dynamics.com/gp/b/dynamicsgp/posts/import-credit-card-transactions
Payables EFT post in detail in bank rec - need in summary
When an EFT file for payables is sent to the bank, they deduct the entire summary amount from your account on one line. However, GP posts them as individual lines in bank rec, so reconciling is difficult and time consuming. And eBank Rec will not recognize them. My suggestion is to have GP pos...
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Terry Heley
Microsoft
The ability to unapply a partially applied doc on an open payment
I an surprised this is not already out there.... i did search extensively and did not find it. I have an issue where I have an OPEN payment that is partially applied and I need to unapply it. The payment is not a check. I is a manual payment that was applied to the wrong invoice. I can not una...
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Add 1099 Box as a selection criteria in the Print 1099 window
1099's for Non-Employees (box 7) have a different filing dates and the IRS suggests filing them in separate submissions. To facilitate this, you could add Box as a selection criteria in the Print 1099 window so box 7 1099s could be processed in a separate run.
This was completed in the 2020 Year end Update
Microsoft Dynamics GP Year-End Update 2020: Payables Management form changes including the NEW 1099-NEC!! - Microsoft Dynamics GP Community
Administrator
Thank you for the suggestion, we will look into this for a future release.
Jodi Christiansen
PM, Microsoft